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Convert Quote to Sales Order Partially

on 7/22/13, 12:13 PM 2,513 views


There are many a times when you have submitted a quote for let's say 30 line items of which you receive order of only 10 items.

So how do you make the balance 20 still appear in Quotation Sent list so that our back-office can follow-up for remaining items.

And what if you receive an order against one quote on x day. and after some days you again receive an order for balance items against the same quote?. They quotation goes off from the list when you convert it to sales order.

Any solution?


Thanks for your reply. But duplicating would also complicate things and generate false reports. as also duplication would lead to a new quote number and hence the Sales order won't be linked.

on 7/23/13, 10:06 AM

What i mean is, if i duplicate a New Quote No. would be there, but in reality I am not sending a new quote to customer and hence he is always going to refer to old quote number which won't be visible anymore as it has been partially converted into a Confirm Sale.

on 7/23/13, 11:46 AM

Grover Menacho

--Grover Menacho--
| 5 7 8
La Paz, Bolivia
--Grover Menacho--

Systems Engineer + MBA

Grover Menacho
On 7/22/13, 3:39 PM

Actually openERP doesn't create partial orders. You can develop a new module, or you can do it manually. You can duplicate the sale order before confirmation. So you can have two orders and modify them


Daniel Reis

--Daniel Reis--
| 6 7 9
Lisbon, Portugal
--Daniel Reis--

Author of the "Odoo Development Essentials" book.

Applications Manager at Securitas Portugal

Github: https://github.com/dreispt

Twitter; @reis_pt

Daniel Reis
On 7/23/13, 2:54 PM

You should stick to 1 quotation -> 1 sales order, otherwise your process will be confuse and error prone.

When you get the partial order:

  • duplicate the quotation.
  • on the original quotation remove the non ordered items, close it an go on with it's fulfilment
  • on the duplicate, remove the ordered items and add a reference information to record the original quote # this derives from
  • inform your client the new number that will be used to track the remaining items quote.

With this, rest of the logistic process with be much simper.

Seams like there is no really good alternative here, I think this would be a really good enhancement request.. for someone to look in to as this is a very common way that the day to day business works..

Mats Kjellberg
on 7/23/13, 4:15 PM

We have exactly the same situation. The proposed workarounds seems to me a bit to complicate for a usual sales process... anyhow as long only 2-3 users working with this approach it might work.

Travelping GmbH, Holger Winkelmann
on 7/29/13, 7:17 AM

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Asked: 7/22/13, 12:13 PM
Seen: 2513 times
Last updated: 3/16/15, 8:10 AM